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Invesco Zacks Mid-Cap ETF

52 hedge funds and large institutions have $158M invested in Invesco Zacks Mid-Cap ETF in 2020 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 19 increasing their positions, 19 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

104% more capital invested

Capital invested by funds: $77.1M → $158M (+$80.5M)

34.59% more ownership

Funds ownership: 35.72%70.31% (+35%)

14% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 7

0% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 19

2% less funds holding

Funds holding: 5352 (-1)

Holders
52
Holders Change
-1
Holders Change %
-1.89%
% of All Funds
0.92%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
8
Increased
19
Reduced
19
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PAG
26
Private Advisor Group
New Jersey
$395K -$70K -963 -16%
CWM
27
Cornerstone Wealth Management
Missouri
$395K +$1.31K +18 +0.3%
AIC
28
Ameritas Investment Company
Nebraska
$335K -$65.5K -901 -17%
FHC
29
First Heartland Consultants
Missouri
$332K +$944 +13 +0.3%
Stifel Financial
30
Stifel Financial
Missouri
$311K -$30.4K -419 -9%
SPIA
31
Steward Partners Investment Advisory
New York
$288K
UBS Group
32
UBS Group
Switzerland
$267K -$135K -1,853 -35%
Susquehanna International Group
33
Susquehanna International Group
Pennsylvania
$240K -$1.98M -27,317 -90%
SCM
34
Southport Capital Management
Tennessee
$228K +$217K +2,993 New
APA
35
American Portfolios Advisors
New York
$193K +$27.4K +377 +17%
TFGT
36
TS Financial Group (TSFG)
Illinois
$181K +$291 +4 +0.2%
RG
37
Retirement Group
California
$149K -$36.8K -507 -21%
NFG
38
Next Financial Group
Texas
$136K +$218 +3 +0.2%
CWM
39
Cedar Wealth Management
California
$107K +$1.38K +19 +1%
MFA
40
McClarren Financial Advisors
Pennsylvania
$69K +$66.3K +912 New
PNC Financial Services Group
41
PNC Financial Services Group
Pennsylvania
$66K
PFGIA
42
Patriot Financial Group Insurance Agency
Massachusetts
$60K +$145 +2 +0.3%
ASN
43
Advisory Services Network
Georgia
$54K
JP Morgan Chase
44
JP Morgan Chase
New York
$43K
GWM
45
Geneos Wealth Management
Colorado
$24K +$1.16K +16 +6%
William Blair & Company
46
William Blair & Company
Illinois
$21K -$7.26K -100 -27%
SFS
47
Sowell Financial Services
Arkansas
$20K +$218 +3 +1%
DWMG
48
DB Wealth Management Group
California
$20K +$19.1K +263 New
OIA
49
Optimum Investment Advisors
Illinois
$6K
SBL
50
Sargent Bickham Lagudis
Colorado
$6K

CZA Hedge Fund Activity: Q4 2020 in Review

52 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in Invesco Zacks Mid-Cap ETF (CZA) for Q4 2020, worth a combined $158M — up 104% from $77.1M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new CZA positions and 7 closed out — a net gain of 1 holder — while 19 added to existing stakes and 19 trimmed.

The largest buyer was Citigroup, adding an estimated $69M. The largest seller was Susquehanna International Group, cutting an estimated $1.98M.

  • 52 institutional investors held Invesco Zacks Mid-Cap ETF (CZA) as of Q4 2020, down from 53 in Q3 2020.
  • Funds reported $158M of Invesco Zacks Mid-Cap ETF stock for Q4 2020, up 104% quarter-over-quarter.
  • 8 funds opened new Invesco Zacks Mid-Cap ETF positions in Q4 2020 and 7 closed out, a net change of +1 holder.
  • The largest Invesco Zacks Mid-Cap ETF buyer in Q4 2020 was Citigroup, an estimated $69M added.
  • The largest Invesco Zacks Mid-Cap ETF seller in Q4 2020 was Susquehanna International Group, an estimated $1.98M sold.

Based on aggregated 13F filings for Q4 2020.